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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Patrick E.McDaniel who wrote (67064)	9/26/1998 9:13:00 AM
From: rudedog	Respond to of 176387

Patrick - CPQ, Microsoft and Intel have been driving an xDSL initiative for about 2 years. In February, CPQ announced a deal which committed 9 RBOCs to xDSL (I think that's all but one of them) using the approach favored by CPQ. At the same time they announced that all CPQ consumer machines would be xDSL capable by 4Q98. Dell's unified offering in this space is typical Dell clean thinking. CPQ had a clear lead in technology but created a partnering model which included the local RBOCs as the installation partner. I used this service and it was fine, $250 installation including all mods to my existing PC and the internet hookup, done perfectly in about 4 hours. But for the average user, I think Dell has landed a marketing win here with a unified offering backed by Dell, and one-stop shopping. However, let's keep it in perspective - Intel and CPQ are doing joint technology development which has resulted in a chipset which supports both xDSL and cable modem standards; CPQ and Microsoft have invested in both sides of the bet (Roadrunner for cable, the initiative with the RBOCs for xDSL). Dell is not a technology leader here, just a typically excellent fast follower.